Company Setup
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01 General Ledger (GL), Department, and Bank Account Setup
01 General Ledger (GL), Department, and Bank Account Setup See attached documents. Note: department setup section is found on pages 6-9. Last Revised January 11,2019..
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02 Security Setup - Add Security Groups and Add Users to Security Groups
CMiC Security Setup - Add Security Groups and Add Users to Security Groups See attached document. Last Revised July 23, 2018.
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03 Accounts Payable (AP) Setup
03 Accounts Payable (AP) Setup See attached document. Last updated October 24, 2018.
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04 Accounts Receivable (AR) Setup
04 Accounts Receivable (AR) Setup See attached document. Last Revised July 23, 2018.
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05 Job Costing (JC) Setup
05 Job Costing (JC) Setup See attached document. Last updated July 23, 2018.
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06 Workflow Resource Lookup Setup
06 Workflow Resource Lookup Setup See attached document. Last Revised March 7, 2018
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07 Job Billing (JB) Setup
07 Job Billing (JB) Setup See attached document. Last Revised July 31, 2018.
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08 Risk Management (RM) and Subguard Setup
08 Risk Management (RM) and Subguard Setup See attached document. Last updated July 23, 2018.
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09 Company Logo Setup (If Applicable)
09 Company Logo Setup (If Applicable) See attached document.
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10 Operations (PM, OM, Enterprise) Setup
10 Operations (PM, OM, Enterprise) Setup See attached document. Last Revised March 7, 2018.